• Votes

    5

    CRM - New Report Design - Fields in the Select Column needs to be in ...

    Designing new reports in CRM - the fields to choose from for the query are not alphabetized. - writing a new report is just frustratingly slow.
  • Votes

    4

    CRM - Outbound call handling - Edit Lead/Promote Lead to Opportunity

    When working with Outbound call handling feature with a Lead group you cannot Promote the Lead without leaving the call screen. This sucks as you have to go to the Lead, ...
  • Votes

    8

    Allow a user to view the Customer On Hold status of an A/R Customer ...

    If an A/R Customer in Sage ERP Accpac has been placed on hold the user in CRM should see an On Hold checkbox on the Company Summary Screen in integrated CRM
  • Votes

    15

    Show the Active/Inactive A/R Customer/Vendor status on the CRM Company ...

    For integrated CRM with Sage ERP Accpac, allow the user to see the active/inactive status on the CRM Company Summary page for Customers and Vendors.
  • Planned

    11

    CRM - Find OE Orders from Main Menu Find

    Add a Find option to allow the user to find an OE Order by Order Number, Customer, Date etc. right from the main Find menu.
  • Votes

    3

    CRM - SData filtering in Dashboard widget

    When creating an SData widget there is absolutely no way to filter it. So for example if we want to show some open orders from a Sage accounting system via SData feed, or ...
  • Votes

    6

    Have control on the number of decimals for numeric and Currency feild

    Permit to control the number of decimal to show, in a screen. In some case we do not whant to see 6 decimals across the CRM but for unit price we do.
  • Votes

    4

    CRM - Dashboard email action - display in popup instead

    In the new interactive dashboard, if you choose to use the email action within a list, it brings you to a new page to send the email. Once finished the entire Dashboard ...
  • Votes

    5

    Execute Worflow rule Action when rule calls a Custom page

    When creating a Workflow rule that calls a custom page, the rule action are bypassed. By calling a custom page in a Workflow rule, the rule action would also be ...
  • Votes

    7

    When signing into CRM via Outlook integration, your domain login ...

    When accessing the CRM via outlook, you have to login to CRM using your CRM login info. CRM should authenicate using your domain login data
  • Votes

    8

    CRM - Allow Promote to both Customer and Vendor at same time

    In CRM Promote to ACCPAC tab allow to promote to Customer and Vendor at the same time. It is common to have a customer that is also a vendor. You have to now create 2 CRM ...
  • Votes

    4

    CRM - Allow Table Level Scripts to be "Disabled"

    Please allow a TLS to be disabled. When troubleshooting if a TLS is causing a problem you can't simply disable it to see if is the cause. You have to delete the TLS, or ...
  • Votes

    3

    List Fields and Button Group Buttons - Allow "New Window" option

    Allow a list field or a button group button to run a custom page or dotneturl in a new window (popup). Right now you have to perform some clientside hacks to get info to ...
  • Votes

    3

    CRM - Allow Non-Admin Users to Make Group Public

    It would be nice if their was a user option to pick which users can make groups public i.e. "All Users" in the Available To: dropdown. I would expect to see the choice in ...
  • Votes

    1

    CRM - Choose which Workflow when creating Opp/Case etc. from a ...

    When choosing "Create Opportunity" or "Create Case" from a workfow rule, be able to choose which Workflow the Opp or Case belongs to. If you have more than one workflow ...
  • Votes

    8

    Please bring back support via email

    This was much easier for me to submit my questions and include a print screen. I could then complete other tasks while waiting for a response. I do not have time to ...
  • Votes

    7

    Word wrap on Column Titles

    We like to see all information on the screen without having to scroll. The column titles are long but the data is very short. Please allow the adminstrator to select ...
  • Votes

    1

    CRM - Workflow email to come from user clicking the progress

    When you choose email as workflow action, allow the email to come from whatever user clicked the workflow rule. In 7.0 you have to specify a hardcoded value for the From ...
  • Votes

    7

    Outlook File Email screens. It would be nice if a few things were ...

    File Email screens. It would be nice if a few things were available from that screen: 1. Create a new Company/Person on the fly. 2. Create a new Case/Opportunity on the ...
  • Votes

    5

    CRM - Allow multiple contacts for a Lead

    One of the biggest limitation of Leads is that you can only have 1 contact. This sucks when trying to upload lead lists with several contacts, you almost have to push ...